CoreCap Advisors’s Dave Inc DAVE Stock Holding History

CoreCap Advisors’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$289K	Buy	+899	New	+$333K	0.01%	713

Other funds holding DAVE

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CoreCap Advisors's DAVE Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Dave Inc (DAVE) in Q3 2026: 899 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

28 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

CoreCap Advisors held 899 shares of Dave Inc worth $289K as of Q3 2026.
Dave Inc was a new CoreCap Advisors position in Q3 2026.
Dave Inc made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #713 holding.
28 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.